SHELLEY BERKLEY

SHELLEY BERKLEY Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 15, 2012. Includes 70 assets and 9 liabilities.

Est. Net Worth
$98.1M
2012 annual disclosure
Total Assets
$89.2M - $112M
70 assets
Total Liabilities
$1.6M - $3.5M
9 liabilities
Total Trades
1,511
From PTR filings
Trade Volume
$6.9M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$3.4M
2009$6.6M
2009$59.5M
2010$42.5M
2011$16.6M
2012$98.1M

Assets by Category

LLC / Partnership$62.6M (20)
Bank & Cash$28.5M (7)
Real Estate$8.6M (28)
Other$496K (12)
Mutual Funds$375K (1)
Stocks$33K (1)
Insurance$33K (1)

Top Stock Holdings (from trades)

All Assets (70)

AssetValue
Pentagon Federal Credit Union
$1,001 - $15,000
Pentagon Federal Credit Union
$50,001 - $100,000
Congressional Federal Credit Union
$250,001 - $500,000
Nevada State Bank
$1,000,001 - $5,000,000
Bank of Nevada NV
Nevada, US
$50,000,001+
Doorlocksi LLC Loan
$100,001 - $250,000
KOSON Loan
$100,001 - $250,000
Office Complex Rancho and Alta - 5005 S Rancho, Las Vegas, NV
Las Vegas, NV, US
$1,000,001 - $5,000,000
FSD LLC Loan
$100,001 - $250,000
Malastar International
$15,001 - $50,000
2241 Park Place, Minden, NV
Minden, NV, US
$500,001 - $1,000,000
TR Industries
$15,001 - $50,000
Alvayah
$15,001 - $50,000
Centennial Bank
$1,001 - $15,000
Rivaz
$15,001 - $50,000
Edgar
$15,001 - $50,000
Exilis
$1,001 - $15,000
3468 Legendary Ln NW
Washington, DC, US
N/A
208 D St SE
Washington, DC, US
N/A
Emigrant Bank UT I/V IV
Utah, US
N/A
Calymax 2 Inv. LLC
N/A
8775 Dodge Rd
Omaha, NE, US
N/A
Centennial Hills LLC
N/A
Medical Office Building - 11819 Miracle Hills Dr
Omaha, NE, US
N/A
7807 78 Green Valley Ranchers
N/A
FSG LLC
N/A
Washington JV
Washington, DC, US
N/A
2400 Trade Center Way
Las Vegas, NV, US
N/A
Morgan Stanley - Attachment A
N/A
Morgan Stanley - Attachment A
N/A
Morgan Stanley - Attachment A
N/A
Solomon Hancock - Attachment A
N/A
Double Diamond
$25,000,001 - $50,000,000
Irwin
$1,001 - $15,000
5220 N. Jones Blvd.
Las Vegas, NV, US
$100,001 - $250,000
Vista del Valle Partners MF
$250,001 - $500,000
Morgan Stanley Aviation Co
$100,001 - $250,000
Family Yogurt LLC
$15,001 - $50,000
301 Ambergate in the South of New Mexico
New Mexico, US
$50,001 - $100,000
VAC, LLC land and building
3150 Charleston Blvd, Las Vegas, NV, US
$1,000,001 - $5,000,000
1660 Honeysuckle
NV, US
$250,001 - $500,000
2693 E. Flamingo Rd
Pahrump, NV, US
$500,001 - $1,000,000
Pahrump land - Assessors #27-21-03
Pahrump, NV, US
$50,001 - $100,000
1281 Laura
Pahrump, NV, US
$100,001 - $250,000
1241 Pascoe
Pahrump, NV, US
$100,001 - $250,000
Henderson Dialysis, LLC
Henderson, NV, US
$1,000,001 - $5,000,000
BFH Investors LLC - 11012 Meadow Leaf
Las Vegas, NV, US
N/A
BFH Investors LLC - 11234 Revelry Ln
Las Vegas, NV, US
N/A
BFH Investors LLC - 11628 Aruba Beach
Las Vegas, NV, US
N/A
BFH Investors LLC - 3848 Bella Palermo Way
Las Vegas, NV, US
N/A
BFH Investors LLC - 546 Poplar Leaf
Las Vegas, NV, US
N/A
BFH Investors LLC - 11829 Ampucla
Las Vegas, NV, US
N/A
BFH Investors LLC - 489 Melrose Heights
Henderson, NV, US
N/A
BFH Investors LLC - 7032 Azure Beach
Las Vegas, NV, US
N/A
BFH Investors LLC - 4154 Via Dana
Las Vegas, NV, US
N/A
BFH Investors LLC - 6932 Dancing Cloud
Henderson, NV, US
N/A
BFH Investors LLC - 10777 Woodglen
Las Vegas, NV, US
N/A
S RICH, LLC
Las Vegas, NV, US
$1,000,001 - $5,000,000
Kidney Specialists of Southern Nevada
Las Vegas, NV, US
$250,001 - $500,000
SHC, LLC
9220 W Sunset Rd, Las Vegas, NV, US
$100,001 - $250,000
Cordox, LLC
10539 Professional Circle, Las Vegas, NV 89152, US
$100,001 - $250,000
Pro Pac Management Company
$1,001 - $15,000
7271 W. Sahara
Las Vegas, NV, US
$15,001 - $50,000
Meadows 72nd LLC
Meadows Mall, Las Vegas, NV, US
$1,000,001 - $5,000,000
Meadows 78 LLC
Las Vegas, NV, US
$1,000,001 - $5,000,000
Monte Cristo LLC
Martinsburg, OH 45342, US
$1,000,001 - $5,000,000
NV-IZM LLC
North Las Vegas, NV, US
$1,000,001 - $5,000,000
Pahrump HD LLC
Pahrump, NV, US
$1,000,001 - $5,000,000
Pahrump NV
Pahrump, NV, US
$1,000,001 - $5,000,000
Commonwealth Annuity and Life Insurance Whole Life Money
$15,001 - $50,000

Liabilities (9)

CreditorTypeAmount
Central National Bankmortgage$100,001 - $250,000
BAC Home Loans LV NVmortgage$250,001 - $500,000
Pentagon Federal Credit Unionmortgage$100,001 - $250,000
Pentagon Federal Credit Unionmortgage$500,001 - $1,000,000
Wells Fargo Home Mortgagemortgage$250,001 - $500,000
Wells Fargo Home Mortgagemortgage$100,001 - $250,000
CitiMortgagemortgage$100,001 - $250,000
Provident Fundingmortgage$100,001 - $250,000
Pentagon Federal Credit Unionmortgage$100,001 - $250,000

Trading Sector Allocation (from PTR trades)

Financial Services$101K
Healthcare$98K
Industrials$108K
Consumer CyclicalN/A
EnergyN/A
Technology$106K
Basic Materials$75K
BankingN/A
Real EstateN/A
Consumer DefensiveN/A
UtilitiesN/A
Transportation & UtilitiesN/A
Communication Services$8K
ManufacturingN/A
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).